Additional £2bn for Brexit preparations
UK deficit to reach lowest level in 20 years by 2023/24
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
Impact of recent market correction
Stronger than analyst expectations
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
Finding opportunities in less well-known markets